Groww Logo
Home>Mutual Funds>Axis Mutual Fund>Axis Retirement Savings Fund Aggressive Plan Regular IDCW

Axis Retirement Savings Fund Aggressive Plan Regular IDCW

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
-2.66%
1M return
+0.86% 1D
1M
6M
1Y
All
NAV: 04 Jul 2022₹11.69
Min. SIP amountNA
RatingNA
Fund size₹613.15Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns-10.1%-14.5%-9.7%15.9%
Category averageNANA42.2%NA
Rank with in category404447NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
Pidilite Industries Ltd.ChemicalsEquity8.3%
Sundaram Finance Ltd.FinancialEquity7.2%
Avenue Supermarts Ltd.ServicesEquity7.1%
Info Edge (India) Ltd.ServicesEquity6.9%
Tata Consultancy Services Ltd.TechnologyEquity6.2%
Bajaj Finance Ltd.FinancialEquity6.0%
GOI
SovereignGOI FRB5.4%
Kotak Mahindra Bank Ltd.FinancialEquity4.9%
Symphony Ltd.Consumer DiscretionaryEquity4.5%
Astral Ltd.ChemicalsEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.29%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

R Sivakumar
Nov 2019 - Present
View details

Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Also manages these schemes

Jinesh Gopani
Nov 2019 - Present
View details

Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes

Hitesh Das
Nov 2019 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Amc Image
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Axis Retirement Savings Fund Aggressive Plan Regular IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

You can easily invest in Axis Retirement Savings Fund Aggressive Plan Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Axis Retirement Savings Fund Aggressive Plan Regular IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Axis Retirement Savings Fund Aggressive Plan Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Retirement Savings Fund Aggressive Plan Regular IDCW provide?

The Axis Retirement Savings Fund Aggressive Plan Regular IDCW has been there from 20 Dec 2019 and the average annual returns provided by this fund is -9.19% since its inception.

How much expense ratio is charged by Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

The term Expense Ratio used for Axis Retirement Savings Fund Aggressive Plan Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Axis Retirement Savings Fund Aggressive Plan Regular IDCW is 2.29% as of 05 Jul 2022...

What is the AUM of Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

The AUM, short for Assets Under Management of Axis Retirement Savings Fund Aggressive Plan Regular IDCW is ₹613.15Cr as of 05 Jul 2022.

How to Redeem Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

If you want to sell your Axis Retirement Savings Fund Aggressive Plan Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

You can select either SIP or Lumpsum investment of Axis Retirement Savings Fund Aggressive Plan Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

The NAV of Axis Retirement Savings Fund Aggressive Plan Regular IDCW is ₹11.69 as of 04 Jul 2022.

What is the PE and PB ratio of Axis Retirement Savings Fund Aggressive Plan Regular IDCW?

The PE ratio ratio of Axis Retirement Savings Fund Aggressive Plan Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.1.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI